The Point for North America

The report provides a daily outlook for North American markets, highlighting trends in AI, digital advertising, and infrastructure for data centers. It includes specific stock coverage updates and analyst rating changes.

Key Takeaways

• 1.Online advertising shows health with AI and agentic commerce emerging as key growth drivers following Cannes 2026.
• 2.Data center power capacity and infrastructure build-out remain a critical multi-year earnings growth theme for industrial and software firms.

Table of Contents

• Morning Call Highlights
• Must Read
• Company
• Industry
• Economics & Strategy
• Key Rating and Target Price Changes
• Appendix A-1

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